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Your Financial Partners

At Equilibrium Wealth, our dedicated advisors bring decades of experience in cross-border wealth management between the US and Israel. We design personalized strategies that honor your hard-earned success and the future you envision, guiding you through life’s financial complexities with care.

Meet Our Team

Equilibrium's Wealth Management Team

Our team combines deep knowledge of US-Israeli financial landscapes with a commitment to highly personalized service. With backgrounds spanning institutional finance and cross-border planning, we collaborate closely with you to navigate complex wealth management needs while creating tailored solutions that align with your values and goals.
Aaron Frolich, CFP®
Wealth Advisor
Zachary Lubat
Chief Operating Officer
Asaph Elan
Wealth Advisor
Mark Herskovitz
Wealth Advisor
Josh Rabinowitz
Client Service
David Rabinowitz
Founder and Lead Advisor

Take the First Step With Equilibrium

After submitting this form, we’ll schedule an introductory call to understand your unique financial situation and goals. In this conversation, we’ll listen to your needs and concerns while introducing Equilibrium Wealth’s tailored approach to cross-border financial planning. Together, we’ll explore how our partnership can bring balance and strategy to your financial journey.

Get Started With Equilibrium

After submitting this form, we’ll schedule an introductory call to understand your unique financial situation and goals. In this conversation, we’ll listen to your needs and concerns while introducing Equilibrium Wealth’s tailored approach to cross-border financial planning. Together, we’ll explore how our partnership can bring balance and strategy to your financial journey.

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